+153.7%
HUBB vs PTC
+1.8%
+151.8%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -5.5% | +6.4% | +2.6% |
| 7D | +4.8% | -12.8% | +17.6% | +9.4% |
| 30D | -9.3% | -9.8% | +0.5% | -6.6% |
| 3M | -3.9% | -2.1% | -1.8% | -4.6% |
| 6M | -0.8% | -18.1% | +17.3% | +5.0% |
| YTD | +5.6% | -23.5% | +29.1% | +14.4% |
| 1Y | +7.7% | -37.4% | +45.1% | +27.1% |
| 3Y | +47.5% | -7.2% | +54.7% | +44.1% |
| 5Y | +153.7% | +2.7% | +151.0% | +127.8% |
| All | +153.7% | +1.8% | +151.8% | +127.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded PTC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling